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To: Vattila who wrote (68937)8/5/2025 5:24:03 PM
From: neolibRespond to of 72385
 
Yeah, what is very interesting is that they could see (assuming some good inventory on hand, Lisa did comment about supply chain conditions there) that $800M is sales in the Qtr, assuming Trump Inc gets off its butt and issues licenses.

So that would be a very astonishing nearly +$2B QoQ. In fact it would likely be that or a bit more, because the +/-300M window would include that.


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